Financial Advisor
Sun Life Philippines - Red Sycamore NBO
- Pasig, Philippines22nd Floor, 30 Meralco Avenue , Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱30,000.00 - ₱150,000.00 / monthPHP3000015000030000MONTH
- Full timeFULL_TIME
Expired 4 years ago
2020-03-30T16:00:00+00:00Job closed.
Job Description
- Assess client's financial needs and create future financial solutions.
- Assist in developing sound and realistic financial plans.
- Proactively market different investment instruments to prospective client's and family members.
- Conducts a regular financial planning services and policy reviews to individual clients.
- Regularly attends financial planning seminars and workshop related to market field conducts.
Minimum Qualifications
- At least a University Graduate or Fresh Graduate
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Goal-oriented
- Coachable and willing to be trained
- Can work independently
- Family-oriented individuals
- Very pro-active
Perks and Benefits
Work from Home
Retirement Benefit Plans
Company Car
Housing
Medical / Health Insurance
Life Insurance
Preferred Courses
- Accounting
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- 30 Meralco Ave, Pasig, 1605 Metro Manila, Philippines
- Industry
- Insurance
- Vacancy
- 50 openings
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About Sun Life Philippines - Red Sycamore NBO
Red Sycamore NBO is a refreshing mix of tenured golden generation and younger generation Financial Advisors and Unit Managers from the country’s number 1 insurance company: Sun Life Financial.
The team leverages from the experiences and expertise of the incumbent multi-awarded tenured advisors who have been in service for 25 years and more. Yet it continues to evolve as it welcomes millennials and Gen Zs on its workforce and reward them regardless of age or tenure.
An epitome of strength, reliability and clarity as the branch tree implies, its team members work together to integrate consistent development and expansion. Building an environment whose values are grounded in:
- Excellence and Grit
- Engagement and collaboration
- Open for feedback
- Growth and inspired action